Workflow: Create a delete interactions using a recycle bin rule

You can use the Project Rules Manager to populate a recycle bin with interactions. Once assigned to a recycle bin, the interactions remain accessible to users for the duration of the grace period. The grace period is the number of days until deletion. After the grace period for an interaction expires, the interaction is removed permanently.

Define the attributes, settings, and conditions used to assign interactions to the recycle bin.

Before you begin 

To create a Delete interactions using a Recycle Bin rule, you must be assigned the Delete interactions using a Recycle Bin privilege.

Workflow 

1. Set the attributes for a rule to delete interactions using a recycle bin

   Set the rule's name, description, and priority.

2. Define settings for a rule to delete interactions using a recycle bin

   Add the Delete interactions using a Recycle Bin action to the rule.

3. Define conditions for a rule to delete interactions using a recycle bin

   Define conditions to filter the rule for a specific customer's or employee's interactions (for example, ANI or a custom data field).

4. Review settings for the rule to delete interactions using a recycle bin

   After you set the rule's attributes, action, and conditions, the system provides a summary of the configuration settings displayed in three columns.

Related topics 

Delete interactions using a Recycle Bin rules